Plan Type(s) and Number(s) List ONLY plans sponsored by the employer named below. Read it carefully. The FTSE 3-Month Treasury Bill Index is an unmanaged index designed to represent the average of T-bill rates for each of the prior three months, adjusted to a bond-equivalent basis. 19 - Audit Summary Rules Displays the Summary Rules (Summ Rules) for a plan. 483 Bay Street. See Notes 1 and 3 in Section A. Social media. Cash distributions are available for all funds. 1 You are a qualified individual if: You, your spouse, or your dependent (as defined in Internal Revenue Code section 152) is diagnosed with the virus SARS-CoV-2 or with coronavirus disease 2019 (both referred to as COVID -19) by a test approved by the Centers for Disease Control and Prevention (including a test authorized under the Federal Food, Drug, and Cosmetic Act); or Brokerage and investment advisory services and fees differ, and it is important for you to understand these differences. Distributions by Fidelity Mutual Funds. Dividend distributions are the net income from dividends and interest earned by fund securities. Capital gains distributions are the net gains realized from the sale of fund securities. 3.TEMDISTCW.110 026360201 Distribution Cash Use this form to request a one-time cash distribution from your 401(a), 401(k), 403(b), or 457(b) governmental employer plan. Fidelity Money Market Fund Premium Class. 4. Fax 1 800 387-8092. Distribution Long-Term Capital Gains Short-Term Capital Gains Dividend Income Return of Capital Distribution Total; 08/23/2022: 3.3100----0.015800: 0.011700: 0.027500: 07/21/2022: you should consider its investment objective, risks, charges and expenses. See the instructions for Form 5329. NOTE: Please use this form if you wish to request a distribution from your Fidelity Advisor 403(b) Account. The Fund has adopted a level rate distribution policy. Fidelity Investments Canada. Get Coupon Code. 0.62%. Cash distribution option. Plan(s) Involved The distribution you request in Section 4 will apply to EACH PLAN listed here. 2. Normal Distribution (Code 7) You are 59 years of age or older. Any non-Fidelity assets will be rolled over to Fidelity Cash (You should receive your check in 45 business days from the date of distribution.) If you transferred your account to Fidelity in 2008, your enclosed Form 1099-R only includes distribution activity from the time you began conducting business in this account with Fidelity. Your former firm should provide a Form 1099-R for any distribution activity that occurred before your account was transferred. 1.04%. For non-registered accounts, you may choose to have distributions reinvested, directly deposited to your bank account or paid by cheque. 0.28%. (See Form 5329 ) For a rollover to a traditional IRA of the entire taxable part of the distribution, do not file Form 5329. Limited time offer. B. (1) Early distribution, no known exception (in most cases, under age 59-1/2). Toll-free 1 800 263-4077. Unclaimed property. Do NOT use this form to request an RMD for the current year if your plan has arranged with Fidelity to automatically pay RMDs. For more information on these distributions, see the instructions for your tax return. Call 1-800-343-0860, business days from 8 AM to midnight Eastern Time. 13.32%. B (Designated Roth) DWC Notes: This includes The distribution is after age 59 1/2. Then you'll get your $100 within 25 days after opening account. FTSE 3-Mo Treasury Bill. Claim that Fidelity is the #1 choice for IRAs is based on Cerulli Associates, The Cerulli EdgeTM Retirement Edition, Third Quarter 2008. Based on an industry survey of firms reporting total IRA assets administered for Q1 2008. 1 Fidelity offers a typeof certificate of deposit (CD) called a brokerage CD. Page 1 of 4 Questions? ETFs are subject to market fluctuation and the risks of their underlying investments. QuEsTiONs: Call your Financial Advisor or Fidelity at 877-895-5951, Monday through Friday, 8 a.m. to 5 p.m. Eastern time, any day the New York Stock Exchange is open. 2.89%. Fidelity Brokerage Services LLC (FBS) is a registered broker-dealer with the U.S. Securities and Exchange Commission. See IRS Form 5329 and Notes 2 and 3 in Section A. Fidelity generally reports IRA distributions taken prior to the account owner reaching age 59 as early distribution, no known exception. You will see this on your 1099-R in Box 7 as code 1. 123. (3 year Avg) AS OF 07/31/2022. Contact Fidelity for the most recent shareholder report for this information. Call or write to Fidelity or visit Fidelity.com for a free prospectus and, if available, summary prospectus containing this information. Box 7. A. Current 1099-R Box 7 Distribution Codes: 1. Deposit into a Fidelity nonretirement account To open a new account, please go to www.delity.com or attach an account application. 32 Used Today. For each day the market was open, roll forward the shares to determine the outstanding share balance for each business day of the testing period. 0.49%. 401(a) 401(k) 403(b) 457(b) Plan Number Plan Number Plan Number Plan Number Name of Employer Sponsoring Plan(s) 3. These codes correlate to the available loan and withdrawal types in the plan, and can be viewed on the supplemental withdrawal report 20 - Audit Transfer Report Displays participant level transfer transaction detail for the selected time period. Fidelity mutual fund(s) in which I am currently invested. Distributions by Fidelity Mutual Funds 123. TTY 1 800 855-0511. Page 2 of 3 2. Fidelity Brokerage Services CUSTOMER RELATIONSHIP SUMMARY Effective as of March 28, 2022. Policy. Your CARES Act Distribution will be reported on IRS Form 1099-R (Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.) Coupon Verified! Returns prior to May 4, 2011 are those of the Premium F Fair Market Value, Fair Value, Fidelity Bond, FMTC, Fiduciary, Fiduciary Breach, Final Form 5500, Fit Assessment, Form 11-K Filing, Form 5330, Form 5500, Form 5558, Form 8955-SSA, Former Key Employee G General Test, Gross Compensation, Guaranteed Insurance Contract H Highly Compensated Employee Your Employer/Plan Sponsor or TPA must authorize this Distribution request. Early Distribution, no known exception (Code 1) You are under the age of 59 and are not disabled. Distribution RMD Annual One-Time Payment Use this form to request a Required Minimum Distribution (RMD) for the current, deferred, or a missed year from your 401(a), 401(k), 403(b), or 457(b) governmental employer plan. See the instructions for Form 1040; Find the explanation for box 7 codes here. Use promo code FIDELITY100 when opening The Fidelity Account, Cash Management Account, Roth IRA, or traditional IRA. Potential Capital Gains %. Also, certain distributions may be subject to an additional 10% tax. The alternate payee will then have their own, separate account. The following codes identify the distribution you received. in January of 2021. 60.00%. For RSP accounts, all distributions are reinvested. You provide an interesting take on the multiple distribution point, though. 123456. close. Monthly. In general, Fidelity allows for multiple, non-periodic distributions. 1--Early distribution, no known exception (in most cases, under age 59 ). Keep in mind that investing involves risk. If the 5-year aging period requirement is satisfied and you are taking a distribution that meets the requirements of the exception for qualified first-time home purchase ($10,000 lifetime limit), the distribution will be coded as an early distribution from a Roth IRA (Code J). L (Deemed Distribution from Loan) P (Taxable in prior year of the 1099-R yearthe year the refunded contribution was made) Code 7: Normal distribution. The S&P 500 Index is a market capitalization-weighted index of 500 common stocks chosen for market size, liquidity, and industry group representation to represent U.S. equity performance. ETFs are subject to management fees and other expenses. The sale of ETFs is subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). As a result, you may incur a 10% Federal A substitute Form 1099-R (Form 4852) is one that you would prepare as a substitute for the erroneous code-2 Form 1099-R provided by Fidelity. Deposit $50 or more within 15 days after opening your account. Recontribution of CARES Act Distribution(s) (Rollover Contribution Form) Participants Social Security Number: Plan Name: Plan Number: (To confirm if the Plan permits recontributions and/or to identify the plan number, please refer to NetBenefits or contact a Fidelity Phone Representative at 800-835-5097.) City State/Province Zip/Postal Code Country 2. 3. Reason for Distribution Check one. Codes B and G together indicate that this was indeed a distribution from a Roth 401(k) that was only permitted to be deposited into another Roth 401(k). Code 2: Early distribution, exception applies. This distribution is not subject to the 10% early distribution tax. This code is used only if the participant has not reached age 59 1/2 and the distribution is one of the following events: You must file Form 5329 to show that the distribution is qualified. From the cumulative share balance and published net asset value per share (NAV), determine the cumulative market value for each business day of the plan year. I had a conversation with Fidelity; they will segregate a 401K once it is approved as a QDRO (they have an online form to file it). Distribution Payment Frequency. FTSE 3-Mo Treasury Bill. Before investing, consider the investment objectives, risks, charges and expenses of the fund or annuity and its investment options.
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